Evertern Wealth Expands Global Family Office Platform Through Strategic Alliance
Evertern Wealth, an independent multi-family office headquartered in Naples, Florida, today announced a strategic alliance with Vontobel Swiss Financial Advisers (Vontobel SFA), a wholly owned subsidiary of Vontobel Holding (Vontobel), one of Switzerland’s most respected wealth and investment management firms.
The relationship expands Evertern Wealth’s ability to serve clients with international wealth management needs, including multi-currency banking solutions, international banking and custody capabilities, foreign currency management, international investment access, and the ability to hold allocated physical gold in Switzerland.
This strategic relationship complements Evertern Wealth’s open-architecture custody platform through Goldman Sachs Custody Solutions, providing clients access to premier institutional custody in the United States alongside expanded international banking capabilities through one of Switzerland’s leading financial institutions.
Founded in Zurich in 1924, Vontobel is an internationally recognized Swiss financial institution with approximately USD 304 billion in assets under management1 and a long-standing reputation for investment excellence, financial strength, and client service. Through Vontobel SFA, Switzerland’s leading wealth manager for US clients2 seeking global diversification and international investment opportunities, the firm enables clients to confidently diversify and grow their wealth across borders.
